11/01/2023
Lumin Wealth acquires BW Financial Consultants
This partnership will enable us to leverage their extensive resources and technology, allowing us to enhance our service offerings.
Wealth and Asset Management
11/01/2023
Ex-RBC Wealth Management duo launch advice firm for HNWIs
Six Degrees has been founded by Katherine Waller and Ollie Saiman, who have more 40 years of combined experience, including more than a decade at RBC.
11/01/2023
Man Group buys majority stake in impact investing asset manager
Taken 51% stake in Geneva-based Asteria Investment Managers
11/01/2023
Premier Miton strikes deal to buy Tellworth Investments
The asset management firm is to spend up to £6m on the acquisition of the investment boutique.
10/31/2023
Advies joins Saltus Partnership Programme
This marks a significant milestone for the Saltus Partnership Programme as it continues to build on its existing partners and expand the number of businesses it supports.
10/31/2023
Vontobel achieves stable result for first nine months of 2023
As a result of rising geopolitical risks, institutional investors are staying on the sidelines rather than making new investments.
10/31/2023
Interim results of the Swiss National Bank as at 30 September 2023
As at end-September 2023, the SNB recorded a profit of CHF 1.7 billion before the allocation to the provisions for currency reserves.
10/31/2023
Wealth Manager Top 100 2023: The next 25 top fund pickers
Unveiling the second batch of 25 names to make the cut in this year’s study of the UK’s top fund selectors.
10/31/2023
Odey Asset Management to wind down business
Follows closure of subsidiaries
10/31/2023
ABN AMRO CEO Robert Swaak’s term extended by four years, until 2028
His new term will commence at the close of the Annual General Meeting of Shareholders in 2024.
10/30/2023
Swiss Central Bank Says It Couldn’t Save Credit Suisse
The Swiss National Bank lacked the means to rescue Credit Suisse
10/30/2023
UBS completes the sale of its 51% stake in UBS Hana Asset Management to Hana Securities
The transaction has received all necessary local regulatory and other approvals.
10/30/2023
LLB will soon be in Europe's largest private banking market three times
The building is located opposite the Alte Oper and therefore in close proximity to Frankfurt's financial district.
10/30/2023
Reviving the Swiss Boutique: The Comeback of Small Private Banks
The interest rate environment was a decisive factor, leading to a marked shift in the earnings structure of private banks away from the commission business and towards the interest business.
10/30/2023
Euro Credit Holdings Limited Unveils Wealth Management Platform to Transform Financial Advisory Services
Euro Credit Holdings Limited Unveils Wealth Management Platform to Transform Financial Advisory Services
10/27/2023
Canaccord Genuity eyes Close Brothers wealth business in UK push - sources
Such a deal would be another example of consolidation in the UK's fragmented wealth management industry, driven by both corporates and financial investors.
10/27/2023
Hertford-based financial planner makes acquisition
Adding £40m to assets under management
10/27/2023
Coutts’ profits drop 58% as clients demand higher-interest accounts
Deposit levels are up, but the private bank is no longer able to sustain high margins on savings as clients seek out higher-interest accounts.
10/27/2023
UBS: The Ermotti Connection Plays in Ticino
It's now also clear what will happen to the previous Credit Suisse boss in Ticino.
10/27/2023
Amundi bucks industry outflows as assets near €2tn
Passive funds and Asia demand stood out during the third quarter